How to redirect your inheritance

If you have recently received an inheritance, you may be able to redirect all or part of that inheritance to another person.

The benefits of the redirection are two-fold in that you can tax efficiently pass on the sum so that it does not enter your estate for inheritance tax purposes and you can help others at the same time. In this way, many clients choose to pass assets on to their children or grandchildren to help them move up the property ladder or assist with the cost of education.

Please contact us if you would like to discuss how a redirection could benefit your family.

Home visits are available in Cheltenham, Gloucester, Tewkesbury, Cirencester and the surrounding villages. Evening and weekend appointments are also available on request.

If you live further afield, we would still be happy to help. Please get in touch today for our online services.